Overview
Assets Under Management: $421 million
Headquarters: PALM BEACH, FL
High-Net-Worth Clients: 110
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.52
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 400
Discretionary Accounts: 353
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 301325
Last Filing Date: 2024-10-01 00:00:00
Website: https://hudsonvaluepartners.com